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30 results for Client Services Coordinator in Walnut Creek, CA

Client Services Associate

San Francisco, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-31T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-08-03T00:00:00Z

Client Services & Operations Associate

San Francisco, CA
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

Resident Services Coordinator

Oakland, CA
onsite
Temporary / Contract
24 - 26 USD / Hourly
The Resident Services Coordinator supports affordable housing residents by connecting them with community resources and programs that promote housing stability and self-sufficiency.Responsibilities<ul><li>Coordinate resident programs and services</li><li>Connect residents with community resources</li><li>Conduct outreach and wellness checks</li><li>Maintain resident service records</li><li>Partner with local agencies and organizations</li></ul>
2026-07-24T00:00:00Z

Benefits Coordinator

Oakland, CA
onsite
Temporary / Contract
26 - 29 USD / Hourly
Benefits CoordinatorJob Description:An established employer is seeking a Benefits Coordinator to support employee benefits administration and HR operations.Responsibilities:<ul><li>Administer health, dental, and retirement benefits</li><li>Process enrollments and changes</li><li>Respond to employee benefit inquiries</li><li>Coordinate with benefit vendors</li><li>Maintain HRIS records</li><li>Assist with open enrollment activities</li></ul>
2026-07-17T00:00:00Z

Front Office Coordinator

Mountain View, CA
onsite
Temporary / Contract
22 - 28 USD / Hourly
Key Responsibilities<ul><li>Greet visitors and manage front desk reception.</li><li>Answer and direct phone calls, emails, and inquiries.</li><li>Schedule appointments and meeting rooms.</li><li>Manage incoming and outgoing mail and deliveries.</li><li>Maintain office supplies and ensure common areas are organized.</li><li>Provide administrative support to staff and assist with special projects as needed.</li></ul>
2026-07-30T00:00:00Z

Front Office Coordinator

Menlo Park, CA
onsite
Temporary / Contract
23 - 30 USD / Hourly
Key Responsibilities<ul><li>Greet visitors and manage front desk reception.</li><li>Answer and direct phone calls, emails, and inquiries.</li><li>Schedule appointments and meeting rooms.</li><li>Manage incoming and outgoing mail and deliveries.</li><li>Maintain office supplies and ensure common areas are organized.</li><li>Provide administrative support to staff and assist with special projects as needed.</li></ul>
2026-07-30T00:00:00Z

Customer Service Representative

Burlingame, CA
onsite
Temporary / Contract
22 - 23 USD / Hourly
Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening up their pop-up store in Burlingame mid-September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP Shift Schedule: Looking for candidates who are openly available Monday through Sunday from 9AM – 7PMDuration: September 21 – Mid JanuaryLocation: Burlingame (1.2 Miles from Bart Customer Experience & Sales<ul><li>Deliver a warm, welcoming, and high-touch customer experience</li><li>Greet and engage customers promptly upon entering the store</li><li>Assess customer familiarity with Balsam Hill products and tailor the interaction to their needs</li><li>Provide thoughtful product recommendations and styling guidance based on customer preferences and space</li><li>Maintain strong product knowledge across trees, greenery, décor, and seasonal assortments</li><li>Support customers throughout the shopping journey with professionalism, attentiveness, and urgency</li><li>Assist customers with both in-store purchases and online orders placed within the store environment</li><li>Support overall sales goals and store performance</li></ul> Sales Floor Operations<ul><li>Maintain a clean, organized, and visually elevated sales floor environment</li><li>Support replenishment, merchandising, recovery, and display maintenance throughout the day</li><li>Assist with maintaining presentation standards across displays and seasonal features</li><li>Support customer flow and floor coverage during peak business periods</li></ul> Team & Operational Support<ul><li>Communicate effectively with store leadership and fellow associates</li><li>Support operational tasks and store priorities as assigned by leadership</li><li>Assist with customer pickups, carry-outs, and service-related support as needed</li><li>Maintain professionalism, presentation standards, and attention to detail throughout the shift</li><li>Adhere to company appearance, safety, and dress code standards</li><li>Contribute to a collaborative, customer-first team environment</li></ul>
2026-07-22T00:00:00Z

Customer Service Representative

Hayward, CA
remote
Temporary / Contract
20 - 20.5 USD / Hourly
About the CompanyThe organization is a boutique importing company that has served customers for over 15 years. The company imports specialized consumable products for customers in the science, technology, electronics, pharmaceutical, and biotech sectors. With a small, collaborative team, the organization manages the import process from overseas suppliers through final delivery to customers across the U.S. Position Overview We are seeking a detail-oriented and customer-focused Customer Service Representative to support order processing, customer communication, and daily operational coordination. This role is ideal for someone who enjoys a fast-paced environment, learns new processes quickly, and is comfortable working across customers, vendors, and warehouse operations.This is a part-time remote contract opportunity with the potential for extension and possible longer-term opportunities based on business needs and performance. Key Responsibilities<ul><li>Process and enter customer orders received via email. </li><li>Serve as the primary point of contact for customer inquiries related to orders, shipments, and backorders. </li><li>Coordinate with warehouse staff to support timely and accurate order fulfillment. </li><li>Monitor open orders, backorders, and shipment updates. .</li><li>Assist with logistics coordination and trucking arrangements as needed.</li><li>Maintain accurate order records, tracking logs, and reporting.</li><li>Communicate professionally with customers, vendors, and internal team members. </li><li>Support day-to-day customer service and order operations in a collaborative small-team environment.</li></ul> Required Qualifications<ul><li>Previous experience in customer service, customer support, order entry, or order processing. </li><li>Strong written and verbal communication skills.</li><li>Strong attention to detail and organizational skills. </li><li>Ability to learn new systems and processes quickly.</li><li>Proficiency with Microsoft Outlook, Excel, and Word. </li><li>Experience using Google Sheets.</li><li>Ability to work independently in a remote environment. </li></ul> <ul><li>Preferred Qualifications</li><li>Experience in logistics, shipping, supply chain, import/export, or distribution.</li><li>Experience supporting warehouse-related order fulfillment processes.</li><li>They use QuickBooks. Relevant Experience is a plus but not required </li></ul>
2026-07-22T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary / Contract
25 - 26 USD / Hourly
Position SummarySeeking a customer-focused professional to provide exceptional service by handling inquiries, resolving issues, and supporting customers through phone, email, and online communication channels.Responsibilities<ul><li>Respond to customer inquiries and requests.</li><li>Resolve complaints and service issues.</li><li>Maintain accurate customer records.</li><li>Process orders, forms, and requests.</li><li>Escalate complex issues as needed.</li></ul>
2026-07-31T00:00:00Z

Customer Service Representative

San Leandro, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Customer Service Representative to provide hands-on administrative and customer service support for a Contract assignment in San Leandro, California. This short-term opportunity is ideal for someone who is organized, adaptable, and comfortable working onsite in a manufacturing environment. In this role, you will help keep daily department activities running smoothly so core team members can stay focused on priority initiatives. Responsibilities: • Support day-to-day office and customer service activities by managing routine administrative work and maintaining organized records. • Prepare, update, and format business documents, emails, and spreadsheets using Microsoft Outlook, Word, and Excel. • Assist the customer service team with overflow assignments and follow-up tasks to improve response times and workflow efficiency. • Enter and maintain accurate information in department files, trackers, and other internal documentation. • Coordinate communications with internal contacts and external parties as needed to keep requests moving forward. • Contribute to a cooperative team environment by stepping in where needed and adjusting to changing daily priorities.
2026-08-03T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
We are looking for a Customer Service Representative to support customers through a contract position focused on responsive, accurate service. In this role, you will help individuals navigate questions and application-related needs with patience and clarity, ensuring each interaction is handled thoroughly rather than hurried. The ideal candidate brings strong call center experience, dependable attendance, and a coachable approach that supports consistent service quality. Responsibilities: • Respond to inbound customer calls and messages, providing clear guidance and resolving questions with close attention to detail. • Assist customers with completing forms correctly and gathering complete information to improve first-time accuracy. • Handle order entry and related updates with close attention to detail and timely follow-through. • Monitor open or pending customer items and take action to reduce delays and keep applications moving. • Maintain consistent queue coverage during scheduled hours and remain available to support service demand. • Place outbound calls when needed to collect missing details, provide updates, or confirm next steps with customers. • Apply feedback from supervisors and quality reviews to strengthen performance and customer interactions.
2026-08-04T00:00:00Z

Front Desk Coordinator

Mountain View, CA
onsite
Temporary to Hire
20.9 - 24.2 USD / Hourly
We are looking for an experienced Front Desk Coordinator to support daily office operations in Mountain View, California. This onsite role is a Contract to Permanent opportunity for someone who enjoys creating a welcoming experience for visitors, managing front office activity, and keeping administrative tasks organized. The ideal candidate brings strong communication skills, a strong work ethic, and the ability to learn quickly in a fast-paced corporate environment. Responsibilities: • Welcome guests, clients, and vendors with a detail-oriented approach while ensuring the front office runs smoothly throughout the day. • Manage a multi-line phone system, direct incoming calls appropriately, and respond to general inquiries with accuracy and courtesy. • Coordinate day-to-day reception activities, including visitor check-in, message handling, and general office support. • Maintain organized front desk processes and assist with administrative duties such as scheduling, document preparation, and data entry using Microsoft Office tools. • Provide high-quality customer service by addressing requests promptly and creating a positive experience for internal and external contacts. • Support additional assignments as you become established in the role, with opportunities to contribute to projects across marketing, operations, project coordination, or sales. • Help uphold a detail-oriented office environment by following business etiquette, appearance standards, and workplace procedures.
2026-08-04T00:00:00Z

Front Desk Coordinator

Pleasanton, CA
onsite
Temporary / Contract
21 - 22 USD / Hourly
Temporary Front Desk CoordinatorLocation: Pleasanton, CAEstimated Duration: 3-4 weeks Robert Half's client in Pleasanton, CA is seeking a professional and customer-focused Front Desk Coordinator to provide temporary coverage during an employee leave of absence. This role will serve as the first point of contact for visitors, clients, and employees while supporting daily front office operations and administrative functions. Key Responsibilities:<ul><li>Answer, screen, and direct incoming phone calls in a professional and courteous manner.</li><li>Greet and welcome visitors, assist with registration and badge assignments, and direct guests to the appropriate staff members.</li><li>Provide accurate information to visitors and callers via phone, email, and in person.</li><li>Maintain a professional, organized, and welcoming reception area at all times.</li><li>Follow company safety procedures and assist with office security protocols.</li><li>Sort and distribute incoming mail and process outgoing packages, including UPS deliveries and shipments.</li><li>Perform general administrative duties including typing correspondence, photocopying, filing, and data entry.</li><li>Support office operations and assist with additional projects and administrative tasks as assigned by management.</li></ul>Qualifications:<ul><li>Previous receptionist, front desk, customer service, or administrative experience preferred.</li><li>Strong verbal and written communication skills.</li><li>Excellent customer service and interpersonal skills.</li><li>Ability to multitask and manage priorities.</li><li>Professional demeanor with strong attention to detail and organizational skills.</li></ul>If you are interested in this Front Desk Coordinator position, please apply today!
2026-08-04T00:00:00Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000 - 131000 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-07-02T00:00:00Z

Medical Staff Coordinator

Fremont, CA
onsite
Temporary / Contract
33.25 - 38.5 USD / Hourly
We are looking for a detail-oriented Medical Staff Coordinator to support medical staff operations in Fremont, California. This Contract position focuses on coordinating credentialing activities, organizing committee documentation, and helping maintain compliance with medical staff policies and regulatory standards. The ideal candidate brings strong administrative judgment, accuracy with records and databases, and the ability to work effectively with physicians, department leaders, and support teams. Responsibilities:• Coordinate agendas, records, and documentation for medical staff meetings and committee activities, ensuring materials are prepared accurately and distributed on time.• Support credentialing and recredentialing processes, including application review, privilege updates, proctoring documentation, leave status changes, resignations, and related reporting tasks.• Manage the administrative details required to support medical staff officers, committees, and cross-functional stakeholders across the organization.• Organize logistics for standing, special, and ad hoc committee meetings, including room scheduling and coordination with internal service teams for meeting setup and support.• Maintain credential files, department databases, and data entry records with regular updates to preserve accuracy, completeness, and accessibility.• Monitor license, privilege, and credential expiration timelines, generate routine reports, and assist with follow-up actions to keep records current.• Provide documentation and administrative support for accreditation preparation, audits, and compliance reporting activities.• Contribute to departmental process improvement efforts by identifying workflow enhancements that strengthen efficiency, quality, and policy adherence. If you are interested and available to start immediately, please apply now and call us at (510) 470-7450
2026-07-30T00:00:00Z

Customer Service Administrator

Oakland, CA
onsite
Temporary / Contract
26 - 29 USD / Hourly
Customer Service AdministratorJob Description:Seeking a Customer Service Administrator to support customer inquiries, process orders, and maintain positive client relationships.Responsibilities:<ul><li>Respond to customer inquiries via phone and email</li><li>Process orders and service requests</li><li>Update customer records</li><li>Track customer issues and resolutions</li><li>Generate customer reports</li><li>Support cross-functional teams</li></ul>
2026-07-17T00:00:00Z

Customer Service Administrator

Oakland, CA
onsite
Temporary / Contract
28 - 30 USD / Hourly
The Customer Service Administrator serves as the primary point of contact for residents, applicants, and visitors while supporting office operations.Responsibilities<ul><li>Answer phones and respond to inquiries</li><li>Provide administrative support to various departments</li><li>Track requests and follow up with customers</li><li>Maintain records and databases</li><li>Assist with special projects</li></ul>
2026-07-24T00:00:00Z

Client Service Associate - Multi Family Office

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate| Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-20T00:00:00Z

Human Resources Coordinator

Oakland, CA
onsite
Temporary / Contract
24 - 27 USD / Hourly
Position SummaryCoordinate HR operations, recruitment activities, onboarding, benefits administration, and employee programs.Responsibilities<ul><li>Coordinate recruitment and interview scheduling.</li><li>Administer onboarding and offboarding processes.</li><li>Maintain HRIS and personnel records.</li><li>Support benefits administration.</li><li>Assist with employee relations and compliance initiatives.</li></ul>
2026-07-31T00:00:00Z

Workplace Coordinator

Redwood City, CA
onsite
Temporary / Contract
25.3365 - 29.337 USD / Hourly
Exciting AI Startup Opportunity in Redwood City! Robert Half is partnering with a rapidly growing AI startup that is redefining the future of technology. Join a highly diverse, collaborative team of professionals who are passionate about innovation, growth, and making a meaningful impact in the AI space. We are seeking a Workplace Coordinator who enjoys creating exceptional employee experiences while ensuring office operations run seamlessly behind the scenes. This role is perfect for someone who is proactive, resourceful, and takes pride in anticipating needs before they arise. You'll play a critical role in supporting a fast-paced office environment where employees are continuously learning, growing, and building the future of AI together. 📌 Position Description As the Workplace Coordinator, you'll be the go-to person for workplace operations, facilities coordination, employee experience initiatives, and office support. You'll help create a welcoming, productive, and well-organized environment while supporting employees, leadership, visitors, and vendors. Responsibilities: Manage day-to-day workplace operations for the Redwood City office. Coordinate office space requests, workstation setups, seating arrangements, and workplace moves. Serve as the primary point of contact for facilities, janitorial, maintenance, security, and workplace-related requests. Manage office supplies, inventory, equipment, and vendor relationships. Support employee onboarding and offboarding, including access, badging, and workstation setup. Help coordinate team lunches, employee events, celebrations, and company-wide gatherings. Welcome candidates, visitors, and vendors with professionalism and exceptional customer service. Manage incoming mail, deliveries, and office logistics. Maintain conference rooms, kitchens, common areas, and shared workspaces. Partner with leadership, HR, recruiting, and workplace teams to support employee experience initiatives. Continuously identify opportunities to improve workplace processes and enhance the office environment. 🎉 Perks & Benefits: Opportunity to join a cutting-edge AI company experiencing significant growth. Work alongside a diverse team of talented professionals building careers in the rapidly expanding AI industry. Collaborative, innovative, and highly motivated startup culture. Long-term growth potential and career development opportunities. Competitive compensation and comprehensive benefits package. Fully stocked kitchen loaded with premium snacks, beverages, and refreshments. Frequent catered breakfasts, lunches, team celebrations, and office events. Modern office environment with a strong focus on employee experience. Opportunity to make a direct impact on workplace culture and employee engagement.
2026-07-31T00:00:00Z

Workplace Coordinator

San Francisco, CA
onsite
Temporary / Contract
25 - 25 USD / Hourly
We are looking for a Workplace Coordinator to support daily office operations and create a positive, organized environment for employees and visitors in San Francisco, California. This is a Contract position suited for someone who enjoys balancing administrative support, workplace coordination, and event planning in a fast-paced setting. The ideal candidate brings a proactive mindset, strong attention to detail, and a hands-on approach to keeping the office running efficiently and professionally. Responsibilities: • Oversee the day-to-day condition and presentation of the office by maintaining a tidy, functional, and welcoming workspace for staff and guests. • Coordinate food, snack, and beverage arrangements to ensure the workplace remains well supplied and team needs are consistently supported. • Partner with office leadership and technical support staff to help manage facility-related tasks, including workspace adjustments, office relocations, and communication with building contacts. • Collaborate with the People Operations team to organize internal gatherings, employee celebrations, candidate support activities, and other on-site events. • Track workplace spending and maintain accurate inventory records to support budget awareness and replenishment planning. • Evaluate current administrative and office practices, recommend more effective approaches, and put improved processes into place. • Provide general administrative assistance that supports smooth office operations and helps address day-to-day workplace needs promptly.
2026-08-04T00:00:00Z

Client Service Specialist | Amazing Growth Option

San Francisco, CA
onsite
Permanent / Full Time
75000 - 80000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Job Title: Client Operations Specialist Location: San Francisco; HybridSalary: $75-80k + Bonus Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role, this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and offers real potential for career advancement. Responsibilities:<ul><li>Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li></ul>
2026-07-21T00:00:00Z

Insurance Coordinator

San Jose, CA
onsite
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are looking for an Insurance Coordinator to support insurance-related workflows for a service-focused team in San Jose, California. This Long-term Contract position is ideal for someone who is highly organized, detail-oriented, and experienced in reviewing coverage information to help ensure efficient coordination of services. The person in this role will work closely with patients, providers, and payers to confirm benefits, secure approvals, and maintain accurate documentation. Responsibilities: • Confirm active medical coverage and benefit details with insurance carriers before services are scheduled or delivered. • Obtain required prior authorizations and referrals to prevent delays in service and support timely care coordination. • Review payer guidelines and plan rules to determine eligibility, coverage limits, and out-of-pocket responsibilities. • Communicate with internal teams, patients, and insurance representatives to resolve verification issues and missing information. • Maintain complete and accurate records of insurance activity, authorization status, and follow-up actions in appropriate systems. • Track pending approvals and proactively follow up with payers to ensure decisions are received within expected timeframes. • Escalate complex coverage or authorization concerns when additional review or intervention is needed.
2026-07-27T00:00:00Z

Billing Coordinator

Benicia, CA
onsite
Temporary / Contract
22 - 25 USD / Hourly
We are seeking a detail-oriented and highly organized Billing Coordinator / Project Administrator to join our team. This role is responsible for supporting project billing, invoice processing, reporting, and administrative functions for multiple projects. The ideal candidate will have strong Excel skills, excellent data entry accuracy, and the ability to work closely with project managers and operations leadership in a fast-paced environment. Key Responsibilities<ul><li>Set up and process invoices based on customer-specific billing requirements and within PENTA</li><li>Track invoice activity, including missing invoices, invoices not sent, and pending invoices</li><li>Enter and maintain billing data, change orders, and project-related information in project tracking systems and Excel</li><li>Work closely with Project Managers and the Operations Manager to support project billing and reporting needs</li><li>Coordinate project-related activities, including meetings, agendas, and meeting notes</li><li>Add crew workers to weekly roll-up reports and update billing information as needed</li><li>Create bid folders and generate invoices</li><li>Assist with the preparation of regularly scheduled and ad hoc reports</li><li>Respond to internal requests and provide information as needed</li><li>Generate reports and support multiple ongoing projects</li><li>Perform administrative duties such as filing, typing, copying, binding, and scanning</li><li>Draft letters and emails on behalf of office staff</li><li>Maintain electronic and manual filing systems</li><li>Handle sensitive and confidential information with professionalism and discretion</li></ul> If you are interested in this opportunity, please feel free to apply to this job or contact Dennis Brinkmann at 925-271-4809
2026-08-04T00:00:00Z